See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,292 | $152,587-81.5% | $125,175-77.4% | $152,861-81.5% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 25.02% | 54.84%-29.8pp | 43.79%-18.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,774 | $4,946-64.1% | $3,865-54.1% | $4,762-62.8% |
| Participant deferral / active EE | $3,557 | $5,868-39.4% | $4,937-27.9% | $5,850-39.2% |
| Admin fee / account holder | $103 | $13,434-99.2% | $9,702-98.9% | $11,596-99.1% |